April 4, 2017

Omni Hotel
700 San Jacinto Blvd.
Austin, TX 78701

The 3rd Annual CFA Societies of Texas Summit is for all investment professionals throughout Texas including plan trustees and industry insiders.   Lunch starts with a State of the Capital Markets – Equity, Debt, Alternatives and the Economy by Margaret Franklin, CFA, President of BNY Mellon Wealth Management Advisory. 

In the afternoon, we will focus on Alternative Investments.  For alternatives newcomers, we have an Alternatives Primer to help understand alternatives and how they fit into a portfolio.  For industry insiders a Fireside Chat with the former CIO of UTIMCO.  Everyone then comes back together for panel of Public Pension CIOs led by Tom Tull, CFA, CIO of ERS to talk about how alternatives fit into their portfolios and the afternoon ends with a special keynote talk by Keith Black, CFA, CAIA. 

The day is completed with a special Cocktail Reception at the historic State Capitol. 

Lunch only tickets and Full Event Tickets including the reception at the Capitol.  Register Now!


To read more about our speakers, select this link.

Questions: Email [email protected] 

​Registration is now closed.

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Participants in this event may be photographed.  These photographs may appear without compensation, in publications, on the web or in social media, or other printed or electronic materials related to this event. Please contact an Event Coordinator if you do not want your photographs to be used.

Cancellation Policy:
Please contact [email protected] by Wednesday, March 29th 5:00PM to receive a full refund. No refunds will be allowed after this date.